Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,687 | $80,705-37.2% | $115,768-56.2% | $67,986-25.4% |
| Participation rate | 58.1% | 63.0%-4.9pp | 74.4%-16.3pp | 57.2%+0.9pp |
| Annual return | 14.37% | 18.49%-4.1pp | 100.46%-86.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,372 | $2,046-32.9% | $2,940-53.3% | $2,019-32.0% |
| Participant deferral / active EE | $1,792 | $3,559-49.6% | $4,917-63.5% | $3,358-46.6% |
| Admin fee / account holder | $5,836 | $4,135+41.1% | $12,439-53.1% | $3,203+82.2% |